Senior Associate - Client Advisory Accounting Services (CAAS) | Remote Opportunity

Job Title: Senior Associate - Client Accounting & Advisory Services

Location: Fresno, Long Beach, or Remote

Salary: \(98,000 - \)112,000 per year

About Us

We are a rapidly growing accountancy firm headquartered in Fresno, with additional offices throughout Southern and Northern California and Nevada. As we embark on an ambitious expansion plan that includes adding 60 new team members over the next two years, we are committed to fostering a collaborative and supportive workplace culture. Our team thrives on a shared dedication to excellence in client service and each other’s success, offering flexible work arrangements, including in-office, hybrid, and fully remote options.

Why Join Our Team?

• Competitive Salary: Enjoy an appealing compensation package along with eligibility for an annual performance-based bonus.
• Comprehensive Benefits: Access to medical, dental, and vision insurance, as well as paid time off that includes holidays, bereavement leave, jury duty, and parental leave.
• Retirement Plans: Participate in a 401(k) plan with employer matching, along with profit-sharing opportunities and three distinct bonus plans.
• Wellness Support: Engage in wellness programs designed to enhance your overall well-being.
• Professional Growth: Collaborate with a talented team in a firm committed to your continuous development.
  
  

Job Overview

We are seeking a proactive Senior Associate to join our Client Accounting & Advisory Services team. This position offers an excellent opportunity to leverage your accounting and finance expertise while servicing a diverse clientele. You will be tasked with delivering strategic financial insights and solutions, aiding clients in navigating sophisticated financial matters such as journal entries, reconciliations, trend analysis, and performance metrics.

Key Responsibilities

• Oversee the monthly close process, ensuring the timely generation of financial reports in accordance with GAAP.
• Prepare and reconcile essential financial statements, including income statements and balance sheets.
• Utilize GAAP and accounting principles to create accurate financial statements.
• Analyze and interpret financial data to identify trends and provide valuable insights to clients.
• Manage client engagements from onboarding through to delivery, maintaining a keen understanding of engagement economics.
• Contribute to client proposals and effectively communicate solutions.
• Employ firm processes, technology, and resources to efficiently manage workflow and documentation.
• Prepare schedules to support audit preparation and compliance with tax regulations.
  
  

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• Minimum of 3 years of experience in a comparable accounting or finance role.
• Strong understanding of GAAP and experience applying accounting standards to financial statements.
• Proven proficiency in preparing and reconciling financial statements, including journal entries and account reconciliations.
• Solid experience in trend analysis and performance metric reporting.
• Exceptional organizational and planning abilities, with the capacity to prioritize and manage multiple tasks.
• Strong communication skills, capable of drafting proposals and explaining financial solutions to clients.
• Proficient in financial software and systems for effective workflow management.
• Experience supporting audit preparation and tax compliance is an advantage.
  
  

Interested?

If this opportunity excites you, we encourage you to apply! Click the “Apply Now” button to submit your resume and take the first step toward joining our dynamic team.

Employment Type: Full-Time